How to construct a cumulative overview of information queried using a paramater

[watersn1]

Everyone--Im relatively new to access so please bear with me.



I have a table that lists various monetary accounts, financial advisors assigned to each account, and their relative splits (this problem is based on a wealth management firm). I wanted to construct a query/form that will add up each advisor's cumulative money managed while being able to view them all on the same query/form.

I have recently made a query using a parameter that allows me to find the cumulative money managed for any given advisor (individual advisor), however I would like to view the cumulative money managed for every advisor the same page (like a snap shot).

I am currently pulling the cumulative money managed for an individual advisor using the following expression and using a sum function at the end: Cumulative Money Managed: IIf([REP1]=[Enter Advisor Name],[GROSS1],IIf([REP2]=[Enter Advisor Name],[GROSS2],IIf([REP3]=[Enter Advisor Name],[GROSS3],"")))

Does anyone out there know how I would go about solving this issue so that I could construct a cumulative snap shot of all the money managed by each advisor by name? I'm guessing I can use a query or form, I'm just not sure which nor am I sure how to go about building it. I would greatly appreciate any help you could give.

[June7]

You can do an aggregate (GROUP BY) Totals query. Access Help has guidelines on using query builder.

If you want to view detail records and also show summary calcs, build a report and use report Grouping & Sorting features with aggregate calcs in footer sections. Again, search Access Help on building grouped reports.